Form 990 for tax year 2023
Filed by COMMONWEALTH HUMAN SERVICES FOUNDATION.
Totals
- Total revenue
- $515,309
- Total expenses
- $251,640
- Contributions and grants received
- $0
- Grants paid
- $225,263
- Program service revenue
- $0
- Investment income
- $515,309
- Other revenue
- $0
- Total assets, end of year
- $6,210,454
- Total liabilities, end of year
- $1,500
- Net assets or fund balances, end of year
- $6,208,954
- Program services expenses (Part IX)
- $225,263
- Management and general expenses
- $26,377
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $225,263
Program services were 89.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $198,412 · excluded $198,412
-
6c · Rental income or loss
real property $0 · personal property $0
-
7a · Gross sales of assets other than inventory
securities $1,546,824
-
7b · Less cost or other basis and sales expenses
securities $1,229,927
-
7c · Gain or loss
securities $316,897 · other assets $0
-
7d · Net gain or loss
total $316,897 · excluded $316,897
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $225,263 · program services $225,263
-
11f · Fees: investment management
total $26,165 · management and general $26,165
-
11g · Fees: other
total $0 · program services $0 · management and general $0 · fundraising $0
-
24a · Other expenses: Bank Fees
total $212 · management and general $212
-
24e · All other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $104,594 · end of year $50,424
-
4 · Accounts receivable
beginning of year $17,964
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$0
-
10b · Land, buildings and equipment: accumulated depreciation
$0
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $5,265,073 · end of year $5,985,410
-
12 · Investments: other securities
beginning of year $0
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $90,843 · end of year $174,620
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $1,500 · end of year $1,500
-
27 · Net assets without donor restrictions
beginning of year $1,472,414 · end of year $743,381
-
28 · Net assets with donor restrictions
beginning of year $4,004,560 · end of year $5,465,573
Mission and programs · 2023
Mission
TO SUPPORT THE ACTIVITIES OF COMMONWEALTH CATHOLIC CHARITIES.
-
TO SUPPORT THE ACTIVITIES OF COMMONWEALTH CATHOLIC CHARITIES.
Expenses $225,263 · Grants $225,263
As filed on the 2023 return.
Listed in Part VII
-
Christine N Thomas
Chair
- Total calculated
- $0
- Hours/week
- 1
-
Courtney Friedlein
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Jason Brown
Secretary
- Total calculated
- $249,073
- From this org
- $0
- From related orgs
- $209,834
- Other
- $39,239
- Hours/week
- 1 + 38.5 related
Schedule J breakdown matched by us
- Base
- $0 + $209,834 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $9,688 related
- Nontaxable benefits
- $0 + $29,551 related
- Filer's total
- $0 + $249,073 related
-
John G Dane
Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Dianne Thompson
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Ellen Gortler
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
J Kevin Muldowney
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey M Gill
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
John Puccinelli
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
John Tucker
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Kathleen Mortensen
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Lloyd C Dunnuvant
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Louise Hartz
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Mallory McCune
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Samuel Patterson III
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Scott Horchler
Board Member
- Total calculated
- $0
- Hours/week
- 1 + 1 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
- THE COMPENSATION REPORTED ON FORM 990, PART VII, SECTION A & SCHEDULE J, PART II FOR JASON BROWN WAS PAID BY A RELATED TAX-EXEMPT ORGANIZATION: COMMONWEALTH CATHOLIC CHARITIES. THE COMPENSATION OF JASON BROWN IS SET BY THE BOARD OF DIRECTORS AND THE PERSONNEL COMMITTEE OF THE BOARD AFTER REVIEW OF SURVEY DATA PROVIDED BY CATHOLIC CHARITIES USA AND PUBLICLY AVAILABLE DATA OF VIRGINIA BASED NON-PROFITS.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
COMMONWEALTH CATHOLIC CHARITIES
$225,263
TO SUPPORT PROGRAM ACTIVITIES OF COMMONWEALTH CATHOLIC CHARITIES.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
COMMONWEALTH CATHOLIC CHARITIES
501(c)(3) · TO PROVIDE QUALITY, COMPASSIONATE HUMAN SERVICES TO ALL PEOPLE · VA
Directly controlled by CATHOLIC DIOCESE OF RICHMOND
-
COMMONWEALTH CATHOLIC CHARITIES HOUSING CORPORATION
501(c)(3) · TO PROVIDE AFFORDABLE HOUSING AND HOUSING-RELATED SERVICES · VA · controlled entity
Directly controlled by COMMOMWEALTH CATHOLIC CHARITIES
-
CATHOLIC DIOCESE OF RICHMOND
501(c)(3) · RELIGIOUS · VA
Directly controlled by NA
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
CCC NETTLES DRIVE LLC
C Corporation · INVESTMENT REAL ESTATE · VA
Directly controlled by CCCHC
-
CCC BRADY STREET LLC
C Corporation · INVESTMENT REAL ESTATE · VA
Directly controlled by CCCHC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 21 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202521419349301702
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